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Patterson Companies Ownership | Who Owns Patterson Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Patterson Companies Ownership Summary

Patterson Companies is owned by 48.38% institutional investors, 1.74% insiders, and 49.88% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.45% of PDCO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.65% of its assets in Patterson Companies shares.

PDCO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPatterson Companies48.38%1.74%49.88%
SectorHealthcare Stocks 57.43%9.41%33.16%
IndustryMedical Distribution Stocks39.63%9.36%51.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de12.74M14.45%$393.11M
Blackrock12.88M13.85%$310.67M
Vanguard group9.41M10.67%$290.39M
Dimensional fund advisors lp3.53M4.01%$109.06M
State street3.23M3.47%$77.85M
American century companies2.71M3.08%$83.66M
Bank of america corp /de/2.28M2.45%$55.02M
Morgan stanley2.21M2.38%$53.42M
Equity investment2.03M2.30%$62.61M
Geode capital management1.88M2.13%$58.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Burren capital advisors53.77K9.89%$1.66M
Goodman financial565.88K3.73%$17.46M
Sasco capital inc / ct/885.88K3.02%$21.37M
Glazer capital1.23M2.56%$37.80M
Profit investment management101.69K2.52%$3.14M
Clearalpha technologies lp83.78K1.77%$2.59M
Mork capital management84.98K1.73%$2.62M
Equity investment2.03M1.47%$62.61M
Private management group1.43M1.33%$34.53M
Nexpoint asset management334.72K1.16%$10.33M

Top Buyers

HolderShares% AssetsChange
Glazer capital1.23M2.56%1.23M
Private management group1.43M1.33%1.04M
Bank of america corp /de/2.28M0.00%605.65K
Raymond james financial593.50K0.01%593.50K
American century companies2.71M0.05%527.05K

Top Sellers

HolderShares% AssetsChange
Nordea investment management ab572.84K0.02%-1.04M
Brown advisory763.32K0.03%-851.68K
Blackrock12.88M0.01%-720.19K
Macquarie group961.27K0.03%-699.15K
River road asset management1.31M0.54%-681.01K

New Positions

HolderShares% AssetsChangeValue
Glazer capital1.23M2.56%1.23M$37.80M
Raymond james financial593.50K0.01%593.50K$18.32M
Tig advisors474.16K1.03%474.16K$14.63M
Woodline partners lp400.00K0.08%400.00K$12.34M
Aqr arbitrage398.17K0.27%398.17K$12.29M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Financial gravity asset management-2.00
Claris advisors, llc / mo /-6.00
Parkside financial bank & trust-8.00
Prestige wealth management group-11.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024145-49.83%42,653,245-42.38%480.69%89-35.97%37-60.64%
Sep 30, 2024286-12.80%73,996,462-1.23%831.16%137-16.46%94-12.15%
Jun 30, 20243257.62%74,911,384-0.01%801.22%16224.62%106-10.92%
Mar 31, 2024302-5.92%74,919,006-2.03%811.18%130-7.14%119-6.30%
Dec 31, 20233211.90%76,473,8561.23%831.31%1400.72%1274.10%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.00M5.65%2.72K
Vanguard Total Stock Mkt Idx Inv2.51M2.84%7.16K
iShares Russell 2000 ETF2.06M2.33%-40.22K
Vanguard Small Cap Index2.02M2.29%3.59K
Allspring Special Small Cap Value A1.38M1.56%-458.80K
Vanguard Small Cap Value Index Inv1.34M1.52%-2.51K
Avantis US Small Cap Value ETF1.20M1.35%-
Vanguard Institutional Extnd Mkt Idx Tr1.19M1.35%299.00
Brown Advisory Small-Cap Fdmtl Val Inv935.74K1.06%-
Schwab Fundamental U.S. Small CompanyETF920.04K1.04%735.00

Recent Insider Transactions

DateNameRoleActivityValue
Dec 09, 2024Zurbay Donald President & CEOSell$45.28K
Jul 16, 2024Zurbay Donald President & CEOSell$180.33K
Jul 03, 2024Zurbay Donald President & CEOSell$139.32K
Jul 03, 2024KORSH LES B CLO & Corporate SecretarySell$67.40K
Jul 03, 2024BARRY KEVIN MICHAEL CFOSell$28.85K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-5
2024 Q2--
2024 Q1--
2023 Q4-4

PDCO Ownership FAQ

Who Owns Patterson Companies?

Patterson Companies shareholders are primarily institutional investors at 48.38%, followed by 1.74% insiders and 49.88% retail investors. The average institutional ownership in Patterson Companies's industry, Medical Distribution Stocks, is 39.63%, which Patterson Companies exceeds.

Who owns the most shares of Patterson Companies?

Patterson Companies’s largest shareholders are Blackrock funding, inc. /de (12.74M shares, 14.45%), Blackrock (12.88M shares, 13.85%), and Vanguard group (9.41M shares, 10.67%). Together, they hold 38.98% of Patterson Companies’s total shares outstanding.

Does Blackrock own Patterson Companies?

Yes, BlackRock owns 13.85% of Patterson Companies, totaling 12.88M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 310.67M$. In the last quarter, BlackRock decreased its holdings by -720K shares, a -5.30% change.

Who is Patterson Companies’s biggest shareholder by percentage of total assets invested?

Burren capital advisors is Patterson Companies’s biggest shareholder by percentage of total assets invested, with 9.89% of its assets in 53.77K Patterson Companies shares, valued at 1.66M$.

Who is the top mutual fund holder of Patterson Companies shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Patterson Companies shares, with 5.65% of its total shares outstanding invested in 5M Patterson Companies shares.

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